IWA
VYM icon

Icon Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Icon Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,325
Closed -$187K – 526
2025
Q3 		$187K Sell
1,325
-116
-8% -$15.9K 0.01% 381
2025
Q2 		$192K Buy
1,441
+71
+5% +$8.99K 0.01% 376
2025
Q1 		$177K Sell
1,370
-36
-3% -$4.71K 0.01% 377
2024
Q4 		$179K Sell
1,406
-237
-14% -$30.9K 0.01% 391
2024
Q3 		$211K Sell
1,643
-26
-2% -$3.21K 0.02% 348
2024
Q2 		$207K Sell
1,669
-287
-15% -$34K 0.02% 325
2024
Q1 		$237K Sell
1,956
-90
-4% -$10.3K 0.02% 318
2023
Q4 		$228K Buy
+2,046
New +$215K 0.02% 307

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Icon Wealth Advisors's VYM Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 1,325 shares — an estimated $187K sold.

Icon Wealth Advisors first reported a position in VYM in Q4 2023 and held it in 8 quarters. The position peaked at $237K in Q1 2024. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,325 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $187K.
  • Icon Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 8 quarters.
  • Icon Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $237K in Q1 2024.
  • 1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.